Professional Trustee & Executor Services

Experience, Integrity, and Personal Responsibility in Protecting Your Legacy

Entrusting the administration of your estate or trust to a qualified fiduciary is one of the most important decisions you can make for yourself and your loved ones.

Gregory L. Schaffer provides professional trustee and executor services in his individual capacity, offering experienced financial oversight, personal attention, and a commitment to fulfilling fiduciary responsibilities with integrity, objectivity, and diligence.

Drawing upon decades of experience in financial planning, investment management, accounting, taxation, trust and estate administration, Mr. Schaffer brings a comprehensive understanding of the financial complexities associated with administering trusts and settling estates.

Professional Trustee Services

As a professional trustee or successor trustee, Mr. Schaffer provides ongoing fiduciary oversight, including trust asset management, investment supervision, beneficiary distributions, financial accounting, tax coordination, and compliance with the provisions of the governing trust document.

Whether administering a revocable living trust, irrevocable trust, or special needs trust, his objective is to safeguard trust assets, fulfill the grantor's intentions, and responsibly balance the interests of beneficiaries in accordance with applicable fiduciary laws.

Professional Executor & Estate Administration Services

Serving as an executor or personal representative involves significant legal, financial, and administrative responsibilities. Mr. Schaffer assists in overseeing the orderly settlement of estates, including identifying and valuing assets, coordinating the payment of outstanding obligations, managing estate investments, overseeing tax and accounting requirements, and facilitating distributions to beneficiaries. Because of Mr. Schaffer's experience as a Certified Financial Planner and being multi-licensed in other areas such as investment advisory and money management services, taxation, accounting, real estate, and all forms of insurances gives what he believes is a very high level of service as all management functions are offered in-house through his affiliated companies he owns. 

Working in coordination with estate attorneys and other qualified professionals, he strives to ensure that trust and estate administration is conducted efficiently, transparently, and in accordance with the decedent's wishes/instruction and applicable law.

A Personal Commitment to Fiduciary Excellence

Unlike institutions where fiduciary responsibilities may be assigned among multiple departments or personnel, Mr. Schaffer provides direct, individualized attention and personal accountability.

His approach emphasizes prudent financial management, clear communication, impartial administration, and the highest standards of fiduciary responsibility.

Your Trust. Your Legacy. A Personal Commitment to Protecting Both.

Professional trustee and executor services are provided by Gregory L. Schaffer individually, rather than through The Gregory L. Schaffer Companies or an affiliated corporate entity. Appointments and services are subject to applicable law and acceptance of the fiduciary appointment.